Summary
Overview
Work History
Education
Skills
Timeline
Generic

Daniel Stewart

Shelby Township

Summary

Results-oriented professional with a proven track record in sales and account management, complemented by experience in both automotive and mortgage financing. Seeking a dynamic role in the automotive finance industry, where my blend of dealer experience and financial expertise can be leveraged to foster success and drive growth.

Overview

11
11
years of professional experience

Work History

Senior Energy Consultant

SunLiving Solar LLC
04.2023 - Current

• Achieved state licensing in multiple states, demonstrating expertise in compliance and regulation.

• Conducted solar consultations, selling renewable energy programs and processing new customer enrollments.

• Communicated the marketing and environmental benefits of purchasing renewable energy, differentiating products from traditional energy offerings.

• Conducted market research to identify trends and customer needs, informing product offerings.

• Managed incoming program inquiries via email and telephone, delivering exceptional customer service.

• Developed internal processes for installing partners and created training materials for new hires.

• Collaborated with industry professionals to expand product adoption and increase referrals.

• Conducted credit qualification assessments to ensure customers' eligibility.

• Maintained a professional network of potential clients and business opportunities.

• Established new accounts and serviced existing accounts, fostering strong professional relationships.

• Utilized prospecting strategies, including database research, to generate sales opportunities.

Account Executive

United Wholesale Mortgage
04.2021 - 04.2023

• Stayed abreast of evolving industry standards, regulations, and trends, positioning as an industry expert.

• Utilized CRM software to efficiently collect, organize, and manage sales data and customer information.

• Implemented consultative sales strategies, adeptly overcoming client objections, resulting in increased sales activity.

• Prepared and delivered compelling sales presentations and proposals, elucidating product specifications and applications.

• Maintained up-to-date knowledge of emerging industry and product standards, revitalizing client accounts.

• Expertly recognized and addressed security risks to ensure the integrity of financial transactions.

• Collaborated in the development of marketing materials and innovative ideas to boost referrals.

• Engaged customers in meaningful conversations, effectively determining needs and requirements.

New and Used Sales Professional

Dick Huvaere's Richmond CDJR
06.2014 - 04.2021

• Retained comprehensive product, service, and company policy knowledge, serving as a resource for colleagues and customers.

• Effectively communicated product information, services, store hours, policies, and promotions to customers via telephone.

• Independently negotiated and successfully closed deals, consistently exceeding monthly sales targets by 20%.

• Managed cash deposits up to $9,999 with meticulous attention to detail and zero discrepancies.

• Assisted customers in locating desired vehicle options and verified inventory at other locations.

• Accompanied customers on informative test drives, explaining valuable features and ensuring safe vehicle returns.

• Delivered updated information on the latest models, features, and accessories through regular attendance at sales training.

• Collaborated with finance and insurance teams to provide customers with a seamless, comprehensive service.

• Generated quotes and presented financing options tailored to customers' financial status and preferences.

• Recorded sales orders, processed paperwork, and delivered documentation to customers to finalize sales.

• Utilized proactive communication via calls and emails to update leads on desired inventory, maintain interest, and enhance sales.

• Greeted and assisted customers in the showroom and on the sales lot, addressing questions and showcasing vehicles.

• Conducted needs assessments using open-ended questions to identify customer desires.

• Initiated post-sale contact to provide add-ons, encourage repeat business, and request referrals.

• Collaborated with off-site locations to locate desired items for customers.

• Presented vehicle features and facilitated test drives in the local area.

Car Porter/Detailer

Dick Huvaere's Richmond CDJR
06.2012 - 06.2014

• Provided meticulous attention to detail, ensuring vehicles were impeccably prepared for test drives.

• Conducted exterior washes, line detailing, and performed polishing and buffing of automotive fleets.

• Inspected factory deliveries of new cars to optimize dealership stocking.

• Utilized cleaning, protective, and restorative agents to maintain and enhance vehicle appearance.

• Maintained cleanliness and presentation of the stockroom, organizing chemical racks for visual appeal.

• Demonstrated skill in removing minor flaws through sanding and buffing.

Education

High School Diploma -

Chippewa Valley High School
Clinton Township, MI
06.2010

Skills

    Sales and Negotiation

    Customer Relationship Management

    Market Research

    CRM Software

    Account Management

    Communication Skills

    Consultative Selling

    Product Knowledge

    Problem Solving

Timeline

Senior Energy Consultant

SunLiving Solar LLC
04.2023 - Current

Account Executive

United Wholesale Mortgage
04.2021 - 04.2023

New and Used Sales Professional

Dick Huvaere's Richmond CDJR
06.2014 - 04.2021

Car Porter/Detailer

Dick Huvaere's Richmond CDJR
06.2012 - 06.2014

High School Diploma -

Chippewa Valley High School
Daniel Stewart